Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is DWX and the CUSIP is 78463X772. A total of 139 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$267,659
+33.5%
7,783
+33.1%
0.00%
Q1 2023$200,503
+12307.4%
5,849
+11598.0%
0.00%
Q4 2022$1,616
-99.2%
50
-99.2%
0.00%
Q2 2022$213,000
-2.3%
6,214
+10.4%
0.00%
Q1 2022$218,000
+0.9%
5,629
-12.0%
0.00%
-100.0%
Q3 2020$216,0000.0%6,400
-1.8%
0.00%0.0%
Q2 2020$216,000
-3.6%
6,516
-11.1%
0.00%0.0%
Q1 2020$224,000
-27.7%
7,327
-5.1%
0.00%0.0%
Q4 2019$310,000
+8.8%
7,718
+5.3%
0.00%0.0%
Q3 2019$285,000
-7.2%
7,327
-6.0%
0.00%0.0%
Q2 2019$307,000
+22.8%
7,795
+18.4%
0.00%0.0%
Q1 2019$250,000
+3.7%
6,582
-4.5%
0.00%0.0%
Q4 2018$241,000
-24.9%
6,892
-18.5%
0.00%0.0%
Q3 2018$321,000
+22.1%
8,461
+23.2%
0.00%0.0%
Q2 2018$263,000
-62.6%
6,870
-60.9%
0.00%
-66.7%
Q1 2018$704,000
-5.0%
17,574
-2.2%
0.00%0.0%
Q4 2017$741,000
-4.1%
17,972
-6.2%
0.00%
-25.0%
Q3 2017$773,000
+19.7%
19,152
+16.0%
0.00%
+33.3%
Q2 2017$646,000
+5.4%
16,514
+2.6%
0.00%0.0%
Q1 2017$613,000
-1.1%
16,100
-6.3%
0.00%
-25.0%
Q4 2016$620,000
-1.9%
17,1840.0%0.00%0.0%
Q3 2016$632,000
+971.2%
17,184
+916.8%
0.00%
Q2 2016$59,000
+47.5%
1,690
+48.4%
0.00%
Q1 2016$40,000
+5.3%
1,1390.0%0.00%
Q4 2015$38,000
-96.3%
1,139
-96.2%
0.00%
-100.0%
Q3 2015$1,014,000
-19.3%
29,861
-1.5%
0.01%
-18.2%
Q2 2015$1,257,000
+0.1%
30,311
+1.1%
0.01%
-8.3%
Q1 2015$1,256,000
+2103.5%
29,969
+2093.9%
0.01%
+1100.0%
Q4 2014$57,000
+3.6%
1,366
+14.3%
0.00%0.0%
Q3 2014$55,0000.0%1,195
+10.8%
0.00%0.0%
Q2 2014$55,000
-5.2%
1,079
-9.3%
0.00%0.0%
Q1 2014$58,000
+87.1%
1,189
+80.7%
0.00%0.0%
Q4 2013$31,0000.0%6580.0%0.00%0.0%
Q3 2013$31,000
-35.4%
658
-40.6%
0.00%0.0%
Q2 2013$48,0001,1080.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Beta Wealth Group, Inc. 90,348$3,431,0002.48%
American Institute for Advanced Investment Management, LLP 43,687$1,699,0001.14%
SUTTON PLACE INVESTORS LLC 25,000$972,0001.12%
Towerpoint Wealth, LLC 55,998$2,177,0001.03%
Mount Lucas Management LP 60,848$2,366,0000.68%
Allen Capital Group, LLC 87,872$3,416,0000.42%
Coastline Trust Co 85,990$3,343,0000.38%
BRANDYWINE OAK PRIVATE WEALTH LLC 74,326$2,889,0000.32%
MORRIS FINANCIAL CONCEPTS, INC. 9,686$377,0000.31%
Evergreen Wealth Solutions, LLC 8,734$340,0000.31%
View complete list of SPDR INDEX SHS FDS shareholders